Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

Your VIA software is a CRM software which you can use to manage your day to day business. From adding property listings to your website & the portals to sending email property alerts.

Below, we run through the basics of using VIA to get you started.

1) Adding a new user

Firstly, you'll want to ensure that all the members of staff that need to use the CRM software have access.

When you add a new user, you can choose what user rights to give them. This will mean you can lock out certain functionality and ensure the member of staff can only access what you want them to.

VIA allows you to control who has access to your software and fully manage your account, including deleting and revoking users access

Adding a new user to VIA

User rights in VIA - what access should I give my staff?

https://webdadi.atlassian.net/wiki/spaces/PKB/pages/802947080/Deleting+or+Suspending+a+User+s+access+to+VIA

Top Tip - The Super User & Manager user rights should be reserved for the most senior people as they give access to your entire account, including adding and deleting users. The Standard, Basic and Read Only user rights are designed for your general members of staff

2) Adding a new property listing

Adding a new property listing is simple. The articles below will show you how to add a new listing & how to edit an existing one

How to upload/add a property listing

How to edit a property

Uploading media to properties; what file formats are needed.

How to add a video tour to your properties

SEO Hints & tips; why entering your property address correctly in your CRM is so important to your website's performance

3) Uploading a property listing to the property portals

The following article will show you how to send a property listing to the property portals, as well as showing common mistakes, queries and troubleshooting articles

Uploading a property to the property portals such as Rightmove, Zoopla or On The Market

Why is my property not exporting to the property portals? Common mistakes that prevent properties from being sent to the portals correctly

How to check if a property has been added/removed from the property portals successfully

  • No labels